How teams connect Salesforce and Zendesk
Pick the setup closest to yours. Each one works with any native or custom Salesforce object.
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Cases
Items sync both ways between Salesforce and Zendesk
Tickets
Show support tickets on the customer record
When a ticket is found in Zendesk, create a matching case in Salesforce and keep them in sync.
Status and priority stay in sync, so account managers see each open Zendesk ticket as a Salesforce case before they call the customer.
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Opportunities
Items sync both ways between Salesforce and Zendesk
Tickets
Pass upgrade requests from support to sales
When a ticket is found in Zendesk, create a matching opportunity in Salesforce and keep them in sync.
Comments and attachments sync both ways, so account executives follow up on upgrades Zendesk agents spot, with the customer's own words on the opportunity.
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Tasks
Items sync both ways between Salesforce and Zendesk
Tickets
Give account owners a task for escalations
When a ticket is found in Zendesk, create a matching task in Salesforce and keep them in sync.
Status and comments sync both ways, so account owners track an escalated Zendesk ticket from Salesforce and leave notes the support agent sees on the ticket.
Trusted by Fortune 500 companies and global brands
Everything Unito syncs between Salesforce and Zendesk
Choose which tool creates new items and which way each field syncs, so Zendesk tickets can create Salesforce cases while status and priority update both ways. Set rules on field values to decide which tickets and cases sync.
Salesforce
Supported object types
- Tasks
- Cases
- Contacts
- Accounts
- Leads
- Opportunities
- + All native & custom objects
Also syncs
Comments
Attachments
Subtasks
Hierarchies
Rich text
Supported fields
Two-way
- Subject
- Status
- Priority
- Due date
- Attachments
- Comment
One-way (read only)
- Account
- Related to
- Is closed
- Contact/lead
- Last modified date
- Created
- URL
Two-way
- Subject
- Description
- Status
- Priority
- Case type
- Attachments
- Company
- Contact
- Country
- Asset
- Case origin
- Case reason
- Case source
- Internal comments
- Parent case
- Product
One-way (read only)
- Account
- Last modified by
- Case number
- Closed
- Closed date
- Contact email
- Fax
- Mobile
- Created by
- Created date
- Last modified date
Two-way
- Title
- First name
- Last name
- Assistant name
- Description
- Owner
- Attachments
- Lead source
- Campaign
- Phone
- Salutation
- Assistant phone
- Birthdate
- Business fax
- Business phone
- Department
- Home phone
- Mailing city
- Mailing country
- Mailing state/province
- Mailing street
- Mailing zip/postal code
- Mobile phone
- Other country
- Other phone
- Other postal code
- Other state
- Other street
- Related account
One-way (read only)
- Account
- Related to
- Creation date
- Update date
- Created
- Contact ID
Two-way
- Title
- First name
- Last name
- Description
- Status
- Lead source
- Company
- Country
- Phone
- Salutation
- Annual revenue
- City
- Email bounced date
- Email bounced reason
- Employees
- Industry
- Rating
- State/Province
- Street
- Website
- Zip/Postal code
One-way (read only)
- Full name
- Converted
- Converted date
- Created date
- Last activity
- Last modified date
- Lead ID
Two-way
- Name
- Description
- Stage
- Owner
- Close date
- Type
- Amount
- Forecast category
- Attachments
- Lead source
- Campaign
- Contact
- Currency
- Next step
- Probability
- Total opportunity quantity
One-way (read only)
- Account
- Related to
- Expected amount
- Is closed
- Last modified by
- Last modified date
- URL
Zendesk
Supported object types
- Tickets
Also syncs
Comments
Attachments
Problem and incident tickets
Rich text
Supported fields
Two-way
- Subject
- Status
- Assignee
- Priority
- Due date
- Tags
- Attachment
- Comment
- Requester
- Group
- Collaborators
- Email CCs
- Followers
- Problem
- Ticket form
One-way (read only)
- Submitter
- Link to ticket
- Ticket type
- Ticket number
- Created at
- Updated at
Real-time data sync with full control, no coding required
Enterprise-grade sync without the enterprise-grade complexity
Most enterprise iPaaS platforms require certified architects to bridge Salesforce and Zendesk. Unito delivers the same enterprise-grade reliability with a UI any operator can drive.
Abstracted complexity
Lower total cost of ownership
Scalability and resilience
Enterprise-grade control and reliability
Unito is designed to meet the highest standards of security and performance.
SOC 2 Type 2 certified
GDPR and CCPA compliant
- SSO
- Secure from end to end
- Access controls and flow permissions
- Centralized monitoring tools
- No data stored by Unito
See how teams succeed with Unito
See how you can sync Salesforce and Zendesk with Unito
A working session with an integration specialist. Show us your Salesforce and Zendesk, and we'll show you what's possible.
What to expect
- A 15-30 min call to assess your workflow and integration needs
- A solutions overview of Unito’s sync platform
- Hands-on help to get started and support your evaluation
Frequently asked questions about Salesforce and Zendesk
Yes. Tickets sync as linked cases on the right Salesforce account. CSMs see open and recent tickets, status, and SLA without opening Zendesk.
No. Field maps live in Unito’s UI. Adding or changing a field map does not require Apex, triggers, or a deployment. Per-flow control over direction and timing.
Yes. Flow rules decide what syncs. Internal notes can stay only in Zendesk or sync to private case fields the customer portal does not surface.
Bidirectional. Flow direction (which tool creates new items) and per-field direction are set separately, so Case Subject and Ticket Status, Assignee and Priority can update both ways. Webhook-enabled changes sync right away; others are polled at an interval.
Yes. Zendesk custom fields such as Dropdown, Date, Numeric, Multi-select and Text map by type (Text to Text, Date to Date), and most can fall back to a Text field. Each mapping is one-way or two-way on its own; a few are forced one-way by tool limits.
Yes. Rules limit the sync to tickets or cases matching specific tags, assignees or statuses, and every condition on a rule must be met for an item to sync. Rules can also trigger actions, such as auto-assigning a synced item to a specific person.
Yes. Comments and attachments are deep-sync features on both connectors, and Attachments is a two-way field on Salesforce Cases and Zendesk Tickets. For most connectors only new comments sync, not edits. They post under the flow builder’s account by default, with the original commenter’s name shown.
About Salesforce
Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.
Learn more about Unito's Salesforce integrations ↗About Zendesk
Zendesk is a customer service platform that centralizes support tickets, live chat, and customer conversations across email, social, and messaging channels. Support teams use it to manage customer requests and maintain service quality at scale.
Learn more about Unito's Zendesk integrations ↗